Difference between revisions of "UTA Standard Field Settings"

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=UTA Standard Fields=
 
=UTA Standard Fields=
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The following describes the settings for the [[Standard Field]]s found on the UTA Level 1, Level 2 and Level 3. These can be configured via the '''Application Configuration''' page of your [[UTA]].
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The following describes the settings for the [[Standard Field]]s found on the UTA Level 1, Level 2 and Level 3. These can be configured via the [[UTA Settings - Entity|Entity tab]] of the [[UTA Settings Page]].
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[[Image:StandardFieldSettings.PNG]]
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*On the [[UTA Settings - Entity|Entity tab]], click on the link for "Standard Fields" in the section Level 1, Level 2 or Level 3 sections.
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*The following page will be displayed ''(example shown is Level 1 standard fields)'':
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{{StandardFieldEditPage}}
  
 
===Adding a field===
 
===Adding a field===
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* Click the right arrow next to the field name and the field name will be copied to the '''Label''' box.
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* In the left hand list of standard fields, click on the name of the standard field you wish to add.
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* You can also type directly into the '''Label''' field and provide any field name you wish.
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* In the right hand standard field detail frame, enter text into the "Caption" field.
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* All fields that have a name in the '''Label''' field have been added.
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* Scroll to the bottom of the right hand frame and click the Save button.
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* The standard field will now be displayed in your UTA, using the nomenclature you have defined.
  
 
===Removing a field===
 
===Removing a field===
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* Click the left arrow next to the field name, or select and delete the field name from the label box.
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* In the left hand list of standard fields, click on the name of the standard field you wish to delete.
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* Any fields that do not have a name in the '''Label''' section will not be used.
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* Scroll to the bottom of the right hand frame and click the Delete button.
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* You will be prompted with "Are you sure to delete the current field settings?" Click "Yes" if you are sure.
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===Mandatory===
 
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* The Mandatory check box will ensure that a value has been input into the field before the record can be saved.
 
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* This validation is not performed when if the '''Save Draft''' button (if enabled) is used to save the record.
 
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::* ''See [[Statuses]] for details.''
 
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===Read Only===
 
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* The Read Only check box prevents the value in the field from being changed by the user.  
 
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* The field can still be updated programmatically through the use of [[Template / Type Formula]] or [[Custom Field Type: Special – Browser Script|Browser Scripts]]
 
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===Track Changes===
 
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* The Track Changes check box enables tracking of any changes made to the standard field.
 
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::* ''Fields that have "Track Changes" enabled will be displayed with a sundial next to the field name.''
 
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::* ''Users that have been given the relevant [[Manager Permissions|Manager Permission]] will be able to view the field history.''
 
  
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===Label===
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==Settings==
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* All fields with a name in this field have been enabled.
 
  
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===Instruction===
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The following settings are available for each standard field.
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* Entry into this text box is used to provide ''mouse over'' help on a field.
 
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* Type the help in the instruction box to the right of the label box. When completing a form if the user hovers their mouse of the field the instruction will be displayed.
 
  
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===Validation Message===
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{{StandardFieldSettings}}
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* This box is used to control the message that is displayed when the user does not complete a '''Mandatory''' field and attempts to save the record.
 
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::* ''See [[Validation Message]] for more information.''
 
  
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===Visibility Condition===
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===[[Status Field Permissions|Status - Field Permissions]]===
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* Whether or not the Standard Field is visible can be controlled using conditional statements in this box.
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These [[Status Field Permissions|settings]] allow you to control by the [[Status]] of the record whether or not the field can be viewed and/or modified.
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::* ''See [[Visibility Condition]] for more information.''
 
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===Edit Condition===
 
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* Whether or not the Standard Field is shown as read-only or not can be controlled using conditional statements in this box.
 
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::* ''See [[Edit Condition]] for more information.''
 
  
 
==See Also==
 
==See Also==
 
* [[Visibility Condition]]
 
* [[Visibility Condition]]
 
* [[Edit Condition]]
 
* [[Edit Condition]]
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* [[UTA Settings - Entity]]
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{{PrevNextStart}}[[Standard Level 1 Field List]]
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{{PrevNextMid}}[[Status Field Permissions]]
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{{PrevNextEnd}}
  
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[[Category:Universal Tracking Application]]
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[[Category:Universal Tracking Application]][[Category:UTA Settings]]

Revision as of 13:11, 15 July 2013

UTA Standard Fields

The following describes the settings for the Standard Fields found on the UTA Level 1, Level 2 and Level 3. These can be configured via the Entity tab of the UTA Settings Page.

  • On the Entity tab, click on the link for "Standard Fields" in the section Level 1, Level 2 or Level 3 sections.
  • The following page will be displayed (example shown is Level 1 standard fields):

StandardFieldEditPageArcadia.png

Adding a field

  • In the left hand list of standard fields, click on the name of the standard field you wish to add.
  • In the right hand standard field detail frame, enter text into the "Caption" field.
  • Scroll to the bottom of the right hand frame and click the Save button.
  • The standard field will now be displayed in your UTA, using the nomenclature you have defined.

Removing a field

  • In the left hand list of standard fields, click on the name of the standard field you wish to delete.
  • Scroll to the bottom of the right hand frame and click the Delete button.
  • You will be prompted with "Are you sure to delete the current field settings?" Click "Yes" if you are sure.

Settings

The following settings are available for each standard field.

Language

When a new language is selected, you will have the option to enter new values for the Caption, Tool Tip and Validation Messages.

https://wiki.smartsimple.com/index.php?title=Template:StandardFieldSettings&action=edit

Caption

  • All fields with a name in this field have been enabled.

Mandatory

  • The Mandatory option will ensure that a value has been input into the field before the record can be saved.
  • This validation is not performed when if the Save Draft button (if enabled) is used to save the record.

Read Only

  • The Read Only option prevents the value in the field from being changed by the user.
  • The field can still be updated programmatically through the use of Template / Type Formulas or Browser Scripts.

Track Changes

  • The Track Changes option enables tracking of any changes made to the standard field.
  • Fields that have "Track Changes" enabled will be displayed with an icon to indicate this.
  • Users that have been given the relevant Manager Permission will be able to view the field history.

Server Validation

Tool Tip

  • Allows you to define "mouse-over" help text.
  • When the user hovers their mouse pointer over the caption, the text in the Tool Tip section will appear.
  • See Tool Tip for additional detail.

Validation

  • Allows you to define custom validation for the page, based on the values entered into this field. See JavaScript Validation for detailed instructions.

Validation Message

  • This box is used to control the message that is displayed when the user does not complete a Mandatory field and attempts to save the record.
  • See Validation Message for more information.

Phone Number Format

  • Available for the Phone and Fax standard fields.
  • These settings determine how numbers entered into this field will be formatted.
  • See Phone Number Format for details.

Enable Status Duration Log

  • Available for the 'Status' standard field. This selector will appear if "Track Changes" is enabled. When the "Enable Status Duration Log" is enabled, each status change will update the Duration field on the current log record. The Duration (in days) can be exported using a report from the system.
  • The options to "Populate Historical Data" and "Status for Daily Increment of Duration Log" will appear if "Enable Status Duration Log" is enabled. Clicking "Populate Historical Data" will complete a batch update status change history log of all existing records on the UTA to populate the Duration field. The "Status for Daily Increment of Duration Log" can select specific statuses where the daily increments of the Duration field applies.

Status - Field Permissions

These settings allow you to control by the Status of the record whether or not the field can be viewed and/or modified.

See Also




Previous.pngStandard Level 1 Field List Status Field Permissions

Next.png

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